Senior Lead Finance Analyst – Branch Banking

• Own Reporting, Forecasting & Analysis:
  Lead end-to-end reporting, forecasting, and analysis of account production for Consumer deposits & lending products and investment referrals
• Develop and maintain robust analytics, metrics and reporting to drive insights and improved financial outcomes
• Design, build and maintain data-driven business cases to evaluate strategic and financial outcomes
• Support the business with incentive compensation design and complete modeling and reporting on incentive plans
• Executive Storytelling:
  Prepare and present executive-level materials that clearly communicate production forecasts/trends, key drivers of performance, and incentive compensation outcomes to leadership
• Advise senior leaders on key growth strategies balancing cost and revenue
• Integration &
  
  Collaboration:
  
  Build strong relationships and partner closely with teammates and other key stakeholders, including Branch strategy teams, line of business product teams, and Finance to drive results and execute deliverables
• Develop expertise in reporting that meets brand and internal control standards
• Resolve issues and achieve goals through collaboration and consultation with peers, colleagues, and managers
• Process Improvement & Automation:
  Champion process improvement initiatives focused on automating and streamlining forecasting and reporting workflows
• Introduce new ideas and challenge the status quo to drive efficiency and quality in reporting and analysis

• 7+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Effective communication skills with senior leaders, both written and verbal
• Ability to prepare management level presentations
• Strong analytical skills with high attention to detail and accuracy
• P&L financial management and forecasting experience
• Experience with Essbase and emerging AI technologies (Copilot, etc.) familiarity with Microsoft Office, advanced in Excel and PowerPoint is preferred
• Ability to execute in a fast paced, high demand environment while balancing multiple priorities
• Demonstrated experience fostering strong partnerships, promoting teamwork, and influencing others
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to synthesize data work with ambiguity and make recommendations to executive leaders

Demonstrates expertise in Reporting, Forecasting, and Analysis, with a strong focus on P&L Financial Management and the ability to prepare executive-level presentations. Proven track record in Process Improvement and Automation, fostering collaboration across teams to drive strategic financial outcomes.

• Finance Experience
• P&L Financial Management
• Reporting and Forecasting
• Analytical Skills
• Effective Communication

• Reporting
• Forecasting
• Data Analysis
• Financial Modeling
• Process Improvement
• Automation
• Metrics Development
• Business Case Design
• Incentive Compensation Modeling
• Executive Storytelling

• Collaboration
• Teamwork
• Influencing
• Adaptability
• Communication

• Consumer Deposits
• Lending Products
• Investment Referrals
• Financial Outcomes
• Growth Strategies

• Essbase
• Microsoft Office
• Excel
• Power Point
• AI Technologies